๐จ Tomorrow Could Trigger a Global Risk-Off Event
The U.S. The Supreme Court is set to rule on Trump-era tariffs โ and markets are severely underestimating what this could mean.
If the tariffs are ruled illegal, the U.S. government could be forced to refund massive amounts of money to corporations and importers. Trump himself has said the payback could reach hundreds of billions, and when you include lost investments and legal claims, that number could push into the trillions.
This would instantly blow a hole in the Treasuryโs finances.
That means:
Emergency borrowing
Sudden debt issuance
Legal disputes across global supply chains
Possible retaliation from trading partners
None of this is priced in.
When fiscal shocks hit, liquidity gets pulled from everywhere at once โ stocks, bonds, and crypto all get sold to cover risk. Thatโs why even โbullishโ news can trigger violent market drops.
If this ruling goes against the tariffs, weโre not getting clarity โ weโre getting chaos.
๐ Markets donโt crash from bad news.
They crash from unexpected financial stress.
How are you positioning for this event?
Risk-off or risk-on? ๐
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